Global Aerospace & Defense Analyst Doug Harned joins host Diana Wood on the podcast to provide his perspective on the new Golden Dome, a proposed multi-layer defense system for the United Stares designed to detect and destroy a wide range of threats before or during their flight. Doug gives a 360° view of what the Golden Dome actually is, cost estimates and timelines for a system of this scale, main technological challenges, potential adversaries’ countermeasures, how it could escalate the arms race – and where this initiative may leave America and the world over the next 3, 5 and 10 years. Hosted on Acast. See acast.com/privacy for more information.
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30:50
Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 2)
US Internet Analyst Mark Shmulik returns with Sid Malkani for the second part of our two-part episode on Meta Platforms. This time, we look into Meta’s competition and how they ensure content creators end up on their platform vs. TikTok or Google. Plus, we delve into optionality and whether or not Meta can monetize WhatsApp – plus the topic au jour: the introduction of Meta AI. Hosted on Acast. See acast.com/privacy for more information.
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36:55
Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1)
US Internet Analyst Mark Shmulik joins host Sid Malkani for a two-part episode on multinational technology company Meta Platforms, consisting of Facebook, Instagram, WhatsApp, Messenger – and most recently, Meta AI. Looking at Mark’s ‘framework of utility’, we look at the different stakeholders of Meta’s ecosystems: the user, the consumer and the advertiser. We delve into Meta’s use cases and what keeps us online, and how social media has emerged from a place to connect to a broadcast media, with brand/performance advertising and content creation monetising the platforms and continuing its runway for growth. Hosted on Acast. See acast.com/privacy for more information.
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32:24
Nadine Sarwat: Spirits vs. ‘Tariff Man’
Nadine Sarwat (Bernstein’s American & European Beverages Analyst) joins host Diana Wood for a discussion on deglobalization, considered an investment controversy across all sectors. Distillers are at the crux of this debate. Their reliance on protected geographical indication products (PGIs, i.e. spirits that must be produced in a given geography) were once a clear asset. Now they are a potential liability. We explore which companies are most at risk given rising trade tensions. Plus, we discuss Nadine's recent coverage expansion into the European Coca-Cola bottlers, which have proven to be a safe haven in today’s volatile environment. Hosted on Acast. See acast.com/privacy for more information.
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35:12
Mark Moerdler: Oracle, The Cloud Transition
Global Software Analyst Mark Moerdler joins host Diana Wood to discuss multinational computer technology company, Oracle. We take a look into their story, looking into their transition to the Cloud and how their revenue, margins and earnings were impacted. Plus, we discuss the controversy of the Oracle database, the AI capabilities of Oracle OCI, MultiCloud, and the security offering from Oracle. Hosted on Acast. See acast.com/privacy for more information.
In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals. Hosted on Acast. See acast.com/privacy for more information.
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